PatronManager Help

How to Set Up Your Barcode Scanning Device

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How to Set Up Your Barcode Scanning Device: https://help.pm.leapevent.tech/a/1151495

Alright, you've read through our All About Barcode Scanning article and have decided to start scanning tickets at the door, and have purchased your Android or Apple device (and maybe even a scanner!).

There is still a bit of necessary setup needed before you start scanning your patrons in, so let's hop to it.

This article will show you how to setup your Android or Apple Mobile and Socket Mobile devices for barcode scanning:

If you don't yet have your Android device running version 6.0.1 (Marshmallow) or higher, plus the (optional) scanners, or an Apple device running iOS 15 or higheryou'll need to purchase those first. To select the best device for your organization, we recommend checking out our Barcode Scanning Devices Buyer's Guide.

Set up your Android Device for Barcode scanning

In order to complete this configuration, the Android phone must be connected to a WiFi or cellular network.

Image of an Android device
Here's how to set up your Android Device
1. Download and install the PatronTicket Barcode Scanner app

The PatronTicket Barcode Scanner App is available from the Google Play store! Open the Google Play Store and search for "patronticket". Install the only result you see. You can also get there by following this link.

If you plan to use the camera on your Android device to scan, make sure to give the PatronTicket Barcode Scanner App access to the device's camera.

If you plan to use a SocketMobile scanner, make sure to give the app access to your Android's Bluetooth and Files.

You'll be prompted to grant this access during the set up process, so make sure to allow these settings during installation!

Be sure to enable auto-updates

Make sure you're always on the latest version of the Barcode Scanner and enable auto-updates. Once you've downloaded the app, click the menu button in the top right corner of the Play Store listing, and check the box next to the "Enable auto update" option.

2. Enable Auto-Updates
2. "Register" the device with PatronManager
2.1. On a computer, log in to PatronManager and search for Devices in the App Launcher
Go to the App Launcher
Search for and select "Devices"
2.2. Click "New"
Click New
2.3. Give the device a name to help identify it. This can be something like "August's Phone" or "Ticket Scanner #1", and click Save
Give the Device a name and Save
2.4. You'll end up on a page that looks like this - keep it open, and move to the next step
Scan the code on your screen
3. Connect the Barcode Scanner app to your PatronManager Account

On your Android Mobile device, launch the PatronTicket Barcode Scanner app, if it's not already running.

3.1. Tap the menu button and choose "Settings"
Tap the three dots that are the menu and click Settings
3.2. Tap "Auto-configure"
Click Auto-configure
3.3. Use the camera on your phone to scan the QR code on your computer screen
Scan the code on your screen
4. Configure Behavior Settings

Back on the Settings page, we've got two more settings to configure:

5. Configure Two More Settings!
4.1. Tap Inventory Validation
Click Inventory Validation
4.2. Choose an option:
Inventory Validation options
  • If your venue has a strong internet connection, we recommend choosing "Prompt if the ticket is not in the local database". This will:
    • Notify your ushers every time a ticket is not in the database on their Android mobile device
    • Validate each ticket in real-time.
  • If your internet connection is slow or spotty, choose  "Accept the ticket without prompting"

Both options reject tickets that are for the wrong Event Instance or that have been refunded (assuming the device was able to download the updated ticket info after it was refunded).

4.3. Back on Settings, tap Wrong Instance
Click Wrong Instance
4.4. Choose an option:
Wrong Instance options

If you have assigned seating, we recommend "Reject the ticket". This:

  • Will not allow ushers to accept tickets from different shows
  • Is best if you know there are no circumstances under which you'd want to allow someone into the hall with a ticket for the wrong Event Instance.

If you have timed entry or general admission seating, you may consider "Prompt if the ticket is for the wrong performance". This:

  • Allows ushers to optionally accept the ticket even if it's for the wrong Event Instance.
Now you're ready to start scanning! Tap the "Back" button on the phone to return to the event list.

If you're using a scanner, be sure to set up and connect your Socket Mobile scanner.

Set up your Socket Mobile S840 / S850 / 8Qi scanner

The S800 series are small, thin, and easy to use scanners. The S840 also comes with a universal clip that you can attach to the back of your Android mobile device for optimal one-handed operation!

Socket Mobile 800 Series
Set it up here!

Before you begin, make sure your Socket Mobile scanner is powered off. 

1. Launch the PatronTicket Barcode Scanner app

Launch the PatronTicket Barcode Scanner app

2. Press the Menu button on your device to go to "Settings"

Click the three dots that are the menu and click Settings

3. Tap "Device"

Tap Device

4. Select the Socket Mobile CHS option

Select Socket Mobile CHS

5. Now tap "Setup Socket Mobile CHS"

Now tap Setup Socket Mobile CHS

6. Install the Socket Mobile Companion app, as prompted

Socket Mobile Companion app in Google Play Store

You can also get to the Socket Mobile Companion app with this link.

7. Once the app is installed, open the Socket Mobile Companion and click "Add A Reader"

Click Add A Reader

If asked to enable your location, select "While using the app."

8. Follow the prompts from the app to pair your device until you get to "Set Up Complete", then click "Done"

Click Done

9. Head back to the PatronTicket Barcode Scanner app to click a show to scan or click "Ad Hoc Scan"

Click an event to scan or click Ad Hoc Scan

10. You'll see that the device is ready to scan

Alright, you're ready to start scanning!

Set up your Socket Mobile 7Xi scanner

If you're purchasing scanners for the first time, go with the Socket Mobile S800 models above. The Socket Mobile 7Xi has been discontinued, but if you already have one it is still a good small, lightweight, and comfortable to hold device.

Socket Mobile 7Xi scanner
Set it up here!

Before you begin, make sure your Socket Mobile scanner is powered off

1. Launch the PatronTicket Barcode Scanner app

Launch the PatronTicket Barcode Scanner app

2. Press the three dots Menu button on your device

Press the Menu button, or three dots

3. Select "Settings" from the menu that appears

Click Settings

4. Tap "Device"

Tap Device

5. Select the Socket Mobile CHS option

Select Socket Mobile CHS

6. Now tap "Setup Socket Mobile CHS"

Tap Setup Socket Mobile CHS

7. Install the Socket Mobile Companion app, as prompted

Socket Mobile Companion app in Google Play Store

You can also get to the Socket Mobile Companion app with this link.

8. Go to your device's settings and copy the Bluetooth Address by tapping and holding the address

Tap and hold your Bluetooth address to copy

9. Go back into the Socket Mobile Companion app and click "More"

Click More

10. Click "Android Bluetooth address" and paste the Bluetooth Address you copied into the dialogue box

Click Android Bluetooth address to paste the Bluetooth Address

Doing this allows the device and scanner can talk to each other.

11. Click "My Reader" to get to the main page

Click My Reader

12. Click "Add A Reader"

Click Add A Reader

If asked to enable your location, select "While using the app."

13. Follow the prompts from the app, and at Activate Pairing Mode, click the "Don't Hear Three Tones?" link

On the Activate Pairing Mode page, click Don't Hear Three Tones?

14. Click "Pair in Legacy Mode"

Click Pair in Legacy Mode

15. Follow the prompts to the Activate Legacy Pairing Mode page and scan the barcode that appears

Scan the barcode on your screen

Make sure to scan the code on your phone screen, not the one above!

16. After scanning the barcode on your phone screen, scan this SPP QR code

SPP QR code

Scan the QR code above! Click the image to enlarge it if needed.

17. Once you've scanned the SPP barcode, click "Next Step"

18. Select your device

Select your device

19. Click "Pair" and allow the pairing to happen

Click Pair

20. You'll get a "Set Up Complete" page and can click "Done"

Click Done

21. Head back to the PatronTicket Barcode Scanner app to click a show to scan or click "Ad Hoc Scan"

Click an event to scan or Ad Hoc Scan

22. You'll see that the device is ready to scan

Confirmation that the device is ready to scan

Alright! You're ready to start scanning!

I've had my Barcode Scanner set up for a while. What's this new Socket Mobile Companion app?

About the Socket Mobile Companion app

If your Barcode Scanning device is already set up, as of February 1, 2022, when you update to the latest version of the PatronTicket Barcode Scanner app you will be prompted to install the Socket Mobile Companion app.

Prompt to intall the Socket Mobile Companion app

Follow the prompt on your device screen to install the Socket Mobile Companion app from the Google Play Store. You can also get to the app with this link.

Once you install the app, close out of the Google Play Store and go back to the PatronTicket Barcode Scanner app.

Because your previously paired Socket Mobile device is already connected, you don't have to open the Socket Mobile Companion app. If you do go into the Socket Mobile Companion app, you will be prompted to connect new devices.

Now, with the Socket Mobile Companion app installed, the Socket Mobile scanner will recognize the existing pairing. This allows the scanner to reconnect faster when the Android device wakes up after going to sleep!

Set up your Apple device for scanning

We have full instructions on how to set up your Apple device for scanning tickets available here!

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